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Tax - Private Client Services
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Private Client Service Associate - Junior to Mid Level
The candidate will communicate and correspond with colleagues, clients, other counsel. Bachelor’s degree is required. J.D. degree is required. Should preferably have an LL.M. in tax. Must have top academic credentials and a stellar law firm employment history. Should have 2-5 years’ experience. Experience primarily on tax law, wealth management, and trusts and estates is required. Must have experience in estate tax p...
Private Client Services Tax Manager
The candidate should have significant knowledge of taxation related to personal income, estate, and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Bachelor’s degree in Accounting or other relevant field required. Masters in Accounting or Taxation, JD or LLM preferred. Five (5) or more years of public accounting and private client s...
Associate - Private Client Services
The candidate will be researching tax laws, rules, and regulations and analyzing their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues; Participating in select phases of tax compliance engagements; Proactively seeking guidance, clarification, and feedback; Supporting select projects demonstrating creative thinking and individual initiative while working as
Tax Manager - Private Client Services
The candidate will engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.). Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively. Conduct a primary and secondary review of complex tax returns – incl...